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Pricing & Plans

Each LedgerDocs Plan is designed to deliver the most value to you and your clients at an optimal price point. We understand that not all clients are the same and therefore do not take a one size fits all approach with our plans. Simply select the plan that fits your client.

Signup for an unlimited 14 day free trial today. No credit card required.

View All Plans

Bank Statement Fetching Plans

How many total statements would you like to fetch a month?
$19.00
per month
Start Free Trial

Contact us if you’d like a custom plan, or need more than 250 statements a month

Included Features

Bank statement fetching starts at just $18/month for 6 statement fetches. With flexible volume pricing, the more statements you fetch each month, the lower your cost per statement.

New trial users get 5 free statement fetches.

  • Access to 24 months of historical statements
  • Up to 24 months of transaction data
  • Facsimile statements (with opening & closing balances)
  • Live transaction lists with daily balance
  • Secure file storage
  • Permission controls
  • Dropbox integration
  • 15 free statement-to-spreadsheet conversions per account, with optional add-ons for more
  • Custom transaction exports (PDF, CSV & .QBO files)

Statement to Spreadsheet Converter Plans

We offer straightforward, affordable pricing with no hidden fees. Convert 15 free pages on the free trial.

$19
per month
Start Free Trial
Contact Us

Included Features

  • State-of-the-art OCR engine
  • PDF and image support (JPG, PNG, TIFF)
  • Upload via mobile app, desktop, email, or scanner apps
  • Batch process multiple files at once
  • Side-by-side view of original document and extracted data
  • Export to QuickBooks Online (.QBO) and spreadsheets (XLSX, CSV)
  • Review and edit extracted data before exporting
  • Compatible with QuickBooks Online, Xero, and more
  • Multi-language support
Contact us if you need more then 2000 pages a month

Bookkeeping Portal Plans

Select the number of clients you have.
$19.75
a company per month
Start Free Trial

Contact Us

Included Features

An inclusive suite of tools for document automation for accounting and bookkeeping

  • Invoice OCR Tool and automated data extraction
  • Automated supplier & customer rules
  • QuickBooks & FreshBooks integrations
  • File sharing and private folders
  • Merge, convert, split, and duplicate detection for PDFs
  • Document comments, notifications, and automated document requests & scheduling
  • Client and staff access
  • 15 free statement-to-spreadsheet conversions per account, with optional add-ons for more
  • 4 bank statement fetches per company (shared across your account)
  • Connection reporting and analytics
  • PDF, .QBO, and spreadsheet export
  • Custom Expense Reports

Want a Custom Plan?

Looking to combine plans or create a custom plan configuration? Reach out to our customer support team.
Contact Us

Trusted by
Firms and Bookkeepers Across North America

Read first-hand feedback from happy users who love our receipt organizer software, document management software for accountants, and expert support. Whether you need secure document storage or seamless accounting collaboration tools, LedgerDocs delivers.
⭐⭐⭐⭐⭐
Best customer service / great product

I just wanted to commend the team at LedgerDocs. I’ve never had such responsive support. I asked about job costing to a COGS account and auto-adding sales tax, fully expecting a generic “not at the moment” response. Instead, the team actually released improvements based on my feedback that same week.

I am so impressed with you guys. No other company has ever truly listened and followed through on updates that make my job easier. Not only did you improve the software, you also made me feel seen as a real person. The LedgerDocs team is truly exceptional—other companies should strive to provide this level of customer service.
— jjantell03, United States
⭐⭐⭐⭐⭐
Phenomenal Customer Service!

Choosing software can be overwhelming, but I decided to try LedgerDocs based on features and pricing that worked best for my clients. I started with the free trial and had a few issues that were resolved almost immediately by customer service—specifically Filip.

I’ve since upgraded to a paid subscription and have been very happy with the app. It works as advertised and has been a great way for my clients to securely transfer and store documents online. It’s well laid out and easy to use for both me and my clients.

I don’t usually write reviews, but the fast and efficient customer service truly stood out. Five stars for Filip!
- BreeSamara
⭐⭐⭐⭐⭐
A Must Have! Time saver, Organizer, QBO import!

After trying this app for a bit and watching the webinars, I bought this for a few of my clients so I can just scan their bag of receipts to go into QBO with scan snap and it works perfectly. This is helping me to become paperless, organized and save so much time of data entry. I'll be buying more for sure at this price! Customer service is seriously amazing. Love this app
- ShannonKlymchuk
⭐⭐⭐⭐⭐
A Must Have

LedgerDocs is a must have! It has made my life so much easier! Posting directly into QBO is such an asset and attaching the document to the transaction is all one step. My processing time has decreased tremendously. Also the search abilities are so handy and quick. I set all my clients up on LedgerDocs. Having them upload/email documents is great, as I don't need to download & save all the documents out of my email anymore
- Andrea92
⭐⭐⭐⭐⭐
Ease of Use/Seamless Integration

This application is a must if you want to take control of receipts, bills and expenses. Simply convert your receipt to a PDF (if it is not already) and email it off to LedgerDocs. Seamlessly enter the transaction in LedgerDocs and it integrates with QB Online with the account properly charged and the PDF attached to the item.
- BethB
⭐⭐⭐⭐⭐
Ledgerdocs is the bomb!

Ledgerdocs IS super easy to use. It's a great addition to Quickbooks Online and a must-have for anyone who likes to save paper, and time!

More and more of our clients are finding Lerdgerdocs is the right tool for them--snapping pictures of receipts and leaving the rest to us: bookkeepers!

Ledgerdocs support is just as stellar--they won't give up until they've found a solution. They listen.

Thanks Ledgerdocs!
- Homeroom Team
⭐⭐⭐⭐⭐
The Key to Virtual Accounting Services

Excellent method to attach supplier bills to QBO transactions. As an accountant I have tried all the document management software on the App market but nothing integrates seamlessly with QBOA like Ledgerdocs. Love the private email address and the mobile App.
- RemoteController
⭐⭐⭐⭐⭐
Exceptional Customer Service

The customer service and support from the engineers. Whenever there is a connection break, the representative responds usually in less than 30 minutes.
⭐⭐⭐⭐⭐
Best customer service / great product

I just wanted to commend the team at LedgerDocs. I’ve never had such responsive support. I asked about job costing to a COGS account and auto-adding sales tax, fully expecting a generic “not at the moment” response. Instead, the team actually released improvements based on my feedback that same week.

I am so impressed with you guys. No other company has ever truly listened and followed through on updates that make my job easier. Not only did you improve the software, you also made me feel seen as a real person. The LedgerDocs team is truly exceptional—other companies should strive to provide this level of customer service.
— jjantell03, United States
⭐⭐⭐⭐⭐
Phenomenal Customer Service!

Choosing software can be overwhelming, but I decided to try LedgerDocs based on features and pricing that worked best for my clients. I started with the free trial and had a few issues that were resolved almost immediately by customer service—specifically Filip.

I’ve since upgraded to a paid subscription and have been very happy with the app. It works as advertised and has been a great way for my clients to securely transfer and store documents online. It’s well laid out and easy to use for both me and my clients.

I don’t usually write reviews, but the fast and efficient customer service truly stood out. Five stars for Filip!
- BreeSamara
⭐⭐⭐⭐⭐
A Must Have! Time saver, Organizer, QBO import!

After trying this app for a bit and watching the webinars, I bought this for a few of my clients so I can just scan their bag of receipts to go into QBO with scan snap and it works perfectly. This is helping me to become paperless, organized and save so much time of data entry. I'll be buying more for sure at this price! Customer service is seriously amazing. Love this app
- ShannonKlymchuk
⭐⭐⭐⭐⭐
A Must Have

LedgerDocs is a must have! It has made my life so much easier! Posting directly into QBO is such an asset and attaching the document to the transaction is all one step. My processing time has decreased tremendously. Also the search abilities are so handy and quick. I set all my clients up on LedgerDocs. Having them upload/email documents is great, as I don't need to download & save all the documents out of my email anymore
- Andrea92
⭐⭐⭐⭐⭐
Ease of Use/Seamless Integration

This application is a must if you want to take control of receipts, bills and expenses. Simply convert your receipt to a PDF (if it is not already) and email it off to LedgerDocs. Seamlessly enter the transaction in LedgerDocs and it integrates with QB Online with the account properly charged and the PDF attached to the item.
- BethB
⭐⭐⭐⭐⭐
Ledgerdocs is the bomb!

Ledgerdocs IS super easy to use. It's a great addition to Quickbooks Online and a must-have for anyone who likes to save paper, and time!

More and more of our clients are finding Lerdgerdocs is the right tool for them--snapping pictures of receipts and leaving the rest to us: bookkeepers!

Ledgerdocs support is just as stellar--they won't give up until they've found a solution. They listen.

Thanks Ledgerdocs!
- Homeroom Team
⭐⭐⭐⭐⭐
The Key to Virtual Accounting Services

Excellent method to attach supplier bills to QBO transactions. As an accountant I have tried all the document management software on the App market but nothing integrates seamlessly with QBOA like Ledgerdocs. Love the private email address and the mobile App.
- RemoteController
⭐⭐⭐⭐⭐
Exceptional Customer Service

The customer service and support from the engineers. Whenever there is a connection break, the representative responds usually in less than 30 minutes.

FAQ

Invoice management software is a digital solution that helps businesses create, track, organize, and store invoices in one place. Tools like LedgerDocs automate invoice tracking using OCR, reduce manual data entry, and make it easier to manage financial records efficiently. Want to see our tool in action? Book a demo.

Receipt management software allows you to capture, store, and organize receipts digitally. With LedgerDocs, you can scan receipts, extract key data automatically, and keep everything securely stored in the cloud—eliminating paper clutter and manual tracking. Want to see our tool in action? Book a demo.
Yes, LedgerDocs is a strong alternative to Dext for bookkeepers who want simpler workflows, lower costs, and reliable OCR-based document management. Want to see our tool in action? Book a demo.
Bookkeepers switch to LedgerDocs for easier usability, faster setup, and more affordable pricing while still maintaining strong invoice and receipt management capabilities. Ready to make the switch? Book a demo.
Yes, LedgerDocs functions as a powerful invoice tracker that lets you monitor invoices, organize financial documents, and quickly find records when needed. It simplifies invoice tracking by centralizing everything in one easy-to-use platform. Want to see our tool in action? Book a demo.
Yes, LedgerDocs allows you to scan, store, and organize invoices and receipts with OCR-powered automation. Want to see our tool in action? Book a demo.
The best document management software for accounting firms should be easy to use, secure, and capable of handling invoices, receipts, and bank statements in one place. LedgerDocs is a strong option because it combines invoice management, receipt tracking, and cloud storage into a single, cost-effective solution. Want to see our tool in action? Book a demo.

Accounting firms use document management software to reduce manual work, improve accuracy, and keep financial documents organized. LedgerDocs helps streamline workflows by combining invoice tracking, receipt management, and secure document storage. Want to see our tool in action? Book a demo.

LedgerDocs integrates with popular accounting software, including QuickBooks Online, helping bookkeepers sync invoices, receipts, and financial documents automatically. This makes it easier to reduce manual data entry and keep books up to date. Want to see our tool in action? Book a demo.
Yes, LedgerDocs helps accounting firms securely collect, organize, and store bank statements in one centralized platform. Automatic bank statement fetching reduces the need to chase clients for PDFs and simplifies bookkeeping workflows. Want to see our tool in action? Book a demo.
Yes, LedgerDocs integrates with QuickBooks Online to streamline bookkeeping workflows. You can automatically sync invoices, receipts, and financial documents directly into QuickBooks Online for faster reconciliation and cleaner books. Want to see our tool in action? Book a demo.

Compared to Dext, LedgerDocs focuses on simplicity, affordability, and practical bookkeeping workflows. Many bookkeepers choose LedgerDocs because it offers invoice and receipt management without the complexity and higher costs often associated with enterprise-focused accounting systems. Want to see our tool in action? Book a demo.

Yes, LedgerDocs offers a free trial so bookkeepers and accounting firms can test invoice management, receipt capture, OCR automation, and document organization before committing to a plan. Start your free trial today.
Yes, LedgerDocs is designed to manage invoices receipts, bank statements, and other financial documents in one place. Its OCR-powered automation helps extract data quickly and keeps everything organized for faster bookkeeping. Want to see our tool in action? Book a demo.
Yes, LedgerDocs helps simplify expense reporting by organizing receipts, invoices, and supporting financial documents in one centralized system. This reduces manual tracking and makes expense reconciliation easier for bookkeepers and accountants. Want to see our tool in action? Book a demo.
Many small accounting firms look for Dext alternatives that are easier to use and more affordable. LedgerDocs is a popular option because it combines invoice management, receipt tracking, OCR automation, and bank statement collection in one simple platform. Want to see our tool in action? Book a demo.
LedgerDocs improves accounting systems by automating document collection, OCR data extraction, and invoice tracking. By reducing manual data entry and organizing documents centrally, it helps accounting teams work faster and more accurately. Want to see our tool in action? Book a demo.
Yes, LedgerDocs can extract important invoice information, including line item details, using OCR-powered automation. This helps bookkeepers reduce manual entry and improve accuracy when processing invoices. Want to see our tool in action? Book a demo.
WEBINAR
LedgerDocs Webinar: Shift Gears – Move from Manual Document Management to Automatic
Saving You Time, Money, and Tears

Get ready to automate!

Join us on September 26 at 11:00 AM to learn how LedgerDocs can help free up an entire day each week by automating document management.

Date & Time: September 26, 2024 at 11:00 am PST
Ready to shift gears?
Register Now
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